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Enerpac Tool Group
EPAC

150 hedge funds and large institutions have $1.24B invested in Enerpac Tool Group in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

5% more funds holding

Funds holding: 143 → 150 (+7)

2.14% less ownership

Funds ownership: 101.12% → 98.99% (-2.1%)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

24% less capital invested

Capital invested by funds: $1.62B → $1.24B (-$380M)

70% less call options, than puts

Call options by funds: $160K | Put options by funds: $539K

Holders
150
Holders Change
+7
Holders Change %
+4.9%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
43
Reduced
51
Closed
13
Calls
$160K
Puts
$539K
Net Calls
-$379K
Net Calls Change
-$603K

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$8.75M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.07M
3
CB
Cooke & Bieler
Pennsylvania
+$4.29M
4
RC
Roubaix Capital
Colorado
+$3.08M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$2.47M

Top Sellers

Rank Fund Capital Flow
1
AR
Advisory Research
Illinois
-$6.18M
2
SCM
SG Capital Management
Illinois
-$6.14M
3
BlackRock
BlackRock
New York
-$5.93M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.38M
5
Morgan Stanley
Morgan Stanley
New York
-$3.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$517K -$8.86K -356 -1%
MSRPS
77
Maryland State Retirement & Pension System
Maryland
$512K +$593K +23,821 New
OPERF
78
Oregon Public Employees Retirement Fund
Oregon
$502K -$2.49K -100 -0.4%
First Trust Advisors
79
First Trust Advisors
Illinois
$497K -$4.75K -191 -0.8%
AC
80
Allstate Corporation
Illinois
$482K – – –
DA
81
Duality Advisers
Florida
$479K +$575K +23,094 New
APP
82
Alpha Paradigm Partners
Illinois
$453K +$544K +21,837 New
MIM
83
MetLife Investment Management
New Jersey
$418K – – –
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$400K -$51.2K -2,055 -10%
Victory Capital Management
85
Victory Capital Management
Texas
$386K +$20.5K +822 +5%
FHB
86
First Hawaiian Bank
Hawaii
$383K – – –
Handelsbanken Fonder
87
Handelsbanken Fonder
Sweden
$366K – – –
RJT
88
Raymond James Trust
Florida
$349K -$11.2K -450 -3%
ASRS
89
Arizona State Retirement System
Arizona
$339K +$2.51K +101 +0.6%
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$325K – – –
TI
91
Trexquant Investment
Connecticut
$325K +$390K +15,678 New
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$316K -$49.5K -1,988 -12%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$311K +$373K +14,981 New
IRC
94
Investors Research Corp
Georgia
$305K – – –
SFI
95
Susquehanna Fundamental Investments
Pennsylvania
$296K -$17.2K -690 -5%
OC
96
Oppenheimer & Co
New York
$293K -$1.92K -77 -0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
97
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$279K +$335K +13,448 New
Public Employees Retirement Association of Colorado
98
Public Employees Retirement Association of Colorado
Colorado
$261K – – –
ECM
99
Everence Capital Management
Indiana
$259K +$310K +12,470 New
CIM
100
CIM Investment Management
Pennsylvania
$250K – – –
2 3
4
5 6

EPAC Hedge Fund Activity: Q3 2021 in Review

150 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enerpac Tool Group (EPAC) for Q3 2021, worth a combined $1.24B — down 24% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EPAC positions and 13 closed out — a net gain of 8 holders — while 43 added to existing stakes and 51 trimmed.

The largest buyer was Jennison Associates, adding an estimated $8.75M. The largest seller was Advisory Research, cutting an estimated $6.18M.

  • 150 institutional investors held Enerpac Tool Group (EPAC) as of Q3 2021, up from 143 in Q2 2021.
  • Funds reported $1.24B of Enerpac Tool Group stock for Q3 2021, down 24% quarter-over-quarter.
  • 21 funds opened new Enerpac Tool Group positions in Q3 2021 and 13 closed out, a net change of +8 holders.
  • The largest Enerpac Tool Group buyer in Q3 2021 was Jennison Associates, an estimated $8.75M added.
  • The largest Enerpac Tool Group seller in Q3 2021 was Advisory Research, an estimated $6.18M sold.

Based on aggregated 13F filings for Q3 2021.